TPhilanthropy, Voluntarism & GrantmakingEIN: 201004478· Ruling Year: 2004

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat

Carlsbad, California

A-Health Score
75A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.28×
Peer Median18.82×
💰
$3.1M
Total Revenue
📊
$1.9M
Total Expenses
🏦
$10.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.6%
Year-over-year change (2022 → 2023)
Net Margin
+37.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.28
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$3,079,65110%$1,936,70443%$10,218,60412%
2022$3,405,830599%$1,355,54653%$9,092,96020%
2021$487,424182%$887,688855%$7,580,5675%
2020$173,14455%$92,98581%$7,942,9611%
2019$383,65715%$499,3136%$7,870,855
2015$449,12315%$471,46247%$7,909,156
2014$528,98561%$892,9971054%$7,934,9104%
2013$329,46058%$77,35487%$8,302,6805%
2012$787,912174%$585,88524%$7,887,3662%
2011$287,943$472,765$7,731,162

Frequently Asked Questions

What does Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat do?

Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat financially healthy?

Based on our 9-metric Financial Health Score model, Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat has a score of 75/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat generate?

Revenue data for Bernard G And Rhoda G Sarnat Family Foundation Gerard Sarnat is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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